Corporate Finance Team Lead - Wealth Management

Charles Schwab; Westlake (TX); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years of service

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab is seeking a Senior Team Manager, Finance to own FP&A for Wealth Advisory offerings and lead a high-performing team focused on forecasting, analytics, and financial modeling. You will partner with Sales, Strategy, and Product Management to drive driver-based planning and informed decision-making.

You will translate complex data into clear, actionable insights for senior leadership, ensuring sustainable growth and strong partnerships across Finance and business lines.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business or related field.
• 7+ years of FP&A leadership experience driving financial outcomes at P&L level.
• Experience analyzing drivers, developing forward-looking assumptions, and explaining changes in performance.
• Experience using SQL, Python, data-querying tools, financial systems, and driver-based models.
• Proven record of coaching and developing finance professionals.

Responsibilities

• Own FP&A for Schwab Wealth Advisory offerings (Wealth Advisory & Schwab Advisor Network).
• Lead a team responsible for forecasting, analytics, financial modeling, and complex business cases.
• Translate financial data into clear recommendations for senior leaders to drive sustainable growth.

Skills

SQL

Python

Driver-based models

Leadership

Communication

Education

Bachelor’s degree in Finance, Accounting, Economics, Business

MBA (preferred)

Job description

Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
The Senior Team Manager, Finance will own financial planning and analysis for Wealth Advisory offerings, including Schwab Wealth Advisory and Schwab Advisor Network, and lead a team responsible for forecasting, analytics, financial modeling, and complex business cases. You will turn financial and operational data into clear recommendations that help senior leaders understand business performance, evaluate strategic alternatives, and make informed decisions that support sustainable growth.
Success requires strong business judgment, disciplined problem solving, and the ability to simplify complex findings for varied audiences. Working across Wealth Advisory Finance, Central Finance, Sales, Strategy, and Product Management, you will strengthen driver-based planning, improve reporting and forecasting processes, and develop a high-performing team that serves as a trusted financial partner.

What you have

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
• 7+ years of progressive financial planning and analysis leadership experience, including responsibility for driving financial outcomes at the profit-and-loss level
• Experience analyzing financial and operational drivers, developing forward-looking assumptions, and explaining material changes in business performance
• Experience using SQL, Python, data-querying tools, financial systems, and driver-based financial models
• Demonstrated experience leading, coaching, and developing finance professionals

Preferred Qualifications

• Master of Business Administration, Certified Public Accountant certification, Chartered Financial Analyst designation, or related advanced education or professional training
• Ability to apply Strategic Thinking, Business Analytics, and Decision Making to evaluate opportunities and advise senior leaders
• Ability to use Influencing Others and Executive Presence to build trust, present recommendations, and respectfully challenge established approaches
• Demonstrated Cross-Functional Collaboration with finance, sales, strategy, product management, and other business partners
• Ability to apply Problem Solving and Process Improvement to strengthen forecasting, reporting, and financial modeling
• Strong Communication skills with the ability to translate complex financial information into clear, audience-focused messages
• Demonstrated Adaptability when responding to shifting priorities, emerging business trends, and new information

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance